Integrations
Disabling blocking of Proof cookies for case management integrationsIf you're having trouble logging in to a Proof via an integration (e.g. Clio, MyCase, or Litify), follow the steps in this article.
Clio
Clio Integration Information and Troubleshooting
Clio - Managing Serve Requests
Clio - Creating Serve Requests
Existing Proof Clients Adding Proof to Clio
Clio - How do I use Proof in a matter?
Clio - What is the user onboarding process?
How do I add Proof to Clio?
Clio - How do I manage users in my law firm?
Clio - Configuring Integration Settings
Clio - Troubleshooting
Filevine
Filevine Integration Information and Troubleshooting
How to Receive Job Updates Within Filevine
How to Create Filevine Expense Activities for Proof InvoicesAutomatically generate expense activities in Filevine.
How to set up the Proof x Filevine IntegrationThis step by step guide walks through generating a personal access token (PAT) for v2 API users and generating API Keys for v1 API users.
Using the Proof Chrome ExtensionCreate jobs without leaving Filevine with Proof's new Chrome Extension
Proof Notifications Delivered to Your Filevine Activity Feed